Effortlessly Extract Gmail Information Using Zapier

In the dynamic world of email management and automation, Zapier stands out as a versatile tool that makes integration between Gmail and hundreds of other applications seamless. But how can you leverage Zapier to specifically extract information from the body of a Gmail message?

First, for the uninitiated, Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, MailChimp, and over 2,000 more. By creating Zaps, you can automate parts of your business or personal tasks that would otherwise be time-consuming.

The process begins by setting up a trigger, which is the event in Gmail that starts your Zap. Here’s a simple step-by-step guide to extracting Gmail info from an email body:

1. Sign up or log in to your Zapier account.


2. Click on 'Make a Zap' to create a new Zap.


3. Choose Gmail as your trigger app and log in with your credentials.


4. Select the trigger event, such as 'New Email'.


5. Customize your trigger by choosing a specific label, if necessary, so that only emails matching your criteria will start the Zap.


6. Test your trigger to make sure it’s pulling in the right emails.


7. Choose the action app where you want to send your extracted information, for example, Google Sheets, Salesforce, etc.


8. Select the specific action you want to perform in your action app.


9. Customize the action, including mapping out the fields from the Gmail email body to the respective fields in your action app.


10. Test this step to confirm that the data extracts correctly and appears as you expect in your chosen app.


11. Finally, turn on your Zap to automate this task moving forward.

Remember to consider the formatting of the email body text. Emails that follow a consistent format are more amenable to automation, as the information can be more reliably parsed and extracted.

Remember to regularly check your Zaps. Even though a Zap is automated, it's wise to monitor its performance to ensure it runs smoothly and makes the necessary adjustments as emails evolve over time or as new use cases emerge.

By following these steps, you can more efficiently leverage the data locked within your email messages, streamlining the workflow and enhancing productivity.

Pro tip: Use Zapier’s built-in Email Parser, which can pick out specific pieces of data from your emails. However, this requires each email to have the same structure for the Parser to work effectively.